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Vanguard Real Estate ETF

1,735 hedge funds and large institutions have $19.9B invested in Vanguard Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 690 increasing their positions, 597 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 118

16% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 597

5% more funds holding

Funds holding: 1,6591,735 (+76)

2.05% less ownership

Funds ownership: 58.26%56.22% (-2%)

8% less capital invested

Capital invested by funds: $21.8B → $19.9B (-$1.83B)

9% less funds holding in top 10

Funds holding in top 10: 118107 (-11)

11% less call options, than puts

Call options by funds: $123M | Put options by funds: $138M

Holders
1,735
Holders Change
+76
Holders Change %
+4.58%
% of All Funds
22.85%
Holding in Top 10
107
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.32%
% of All Funds
1.41%
New
226
Increased
690
Reduced
597
Closed
118
Calls
$123M
Puts
$138M
Net Calls
-$15.5M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
$23.7M +$837K +8,863 +3%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$23.2M -$432K -4,571 -2%
CCA
103
Conservest Capital Advisors
Pennsylvania
$23.2M -$2.25M -23,787 -8%
FM
104
Foster & Motley
Ohio
$23.1M -$1.18M -12,438 -5%
WF
105
Whelan Financial
California
$22.5M +$165K +1,749 +0.7%
OFG
106
Omega Financial Group
California
$22.3M +$1.52M +16,116 +7%
CTI
107
Community Trust & Investment
Kentucky
$22.2M +$733K +7,755 +3%
Hudson Bay Capital Management
108
Hudson Bay Capital Management
Connecticut
$21.8M +$10.9M +115,000 +88%
State Street
109
State Street
Massachusetts
$21.4M +$1.89M +19,951 +9%
PCH
110
PGIM Custom Harvest
New Jersey
$21.3M +$4.38M +46,370 +24%
JFG
111
JMG Financial Group
Illinois
$20.4M -$506K -5,350 -2%
ME
112
McIlrath & Eck
Washington
$20.4M +$793K +8,391 +4%
CFP
113
Cypress Financial Planning
New Jersey
$20.3M +$1.2M +12,726 +6%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$20.1M +$1.17M +12,421 +6%
TWM
115
Tanglewood Wealth Management
Texas
$20M +$6.95M +73,546 +49%
MSRPS
116
Maryland State Retirement & Pension System
Maryland
$19.1M
SC
117
Schoolcraft Capital
Colorado
$19.1M +$195K +2,059 +1%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$18.8M +$11.1M +117,200 +125%
PIMG
119
Patriot Investment Management Group
Tennessee
$18.8M +$85K +900 +0.4%
FU
120
Fairfield University
Connecticut
$18.3M +$185K +1,962 +1%
AAM
121
Austin Asset Management
Texas
$18.2M +$1.48M +15,618 +8%
Truist Financial
122
Truist Financial
North Carolina
$18M -$189K -1,996 -1%
Comerica Bank
123
Comerica Bank
Texas
$18M +$1.71M +18,118 +10%
RA
124
Rodgers & Associates
Pennsylvania
$17.7M +$1.62M +17,119 +9%
VA
125
Valmark Advisers
Ohio
$17.3M +$2.07M +21,890 +13%

VNQ Hedge Fund Activity: Q4 2024 in Review

1,735 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2024, worth a combined $19.9B — down 8.4% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VNQ positions and 118 closed out — a net gain of 108 holders — while 690 added to existing stakes and 597 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $317M. The largest seller was International Assets Investment Management, cutting an estimated $337M.

  • 1,735 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2024, up from 1,659 in Q3 2024.
  • Funds reported $19.9B of Vanguard Real Estate ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 226 funds opened new Vanguard Real Estate ETF positions in Q4 2024 and 118 closed out, a net change of +108 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $317M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.